Terms and Conditions

Quick Snapshot

Terms and Conditions allows you to have a form of digital waver, that is available for your customers to sign and is recorded on file against their customer record. In this section you can alter settings related to:

• Dates - Valid dates for the terms
• Activation - When to require the terms to be signed
• Type - Physical/Digital
• Settings - General Settings
• Edit Wording - Alter the Terms Wording

Access Terms and Conditions

To access Terms and Conditions go to the Settings > General and then Terms and Conditions from the left hand column.

There are a number of sections on this page.

Dates

The options below allow you to customise the dates when your Terms and Conditions will need be signed, and the duration of their validity.

• Terms Validity – select the location for the opening hour (multi-location accounts only).
  • Single Booking will require the terms and conditions to be signed for every single booking.
  • Calendar Year will require the terms and conditions to be signed once each year, e.g. for 2024, and then again for 2025.
  • Forever will require the terms and conditions to only be signed once.

• Terms Reset Date - If changes to the terms and conditions are made, this functionality allows you to set the date when you made the changes and request for it to be signed again for future bookings. Once signed again, the terms and conditions will be valid carrying on from that point.

Activation

This section allows you to utilise a couple of different options regarding when customers will be prompted to sign your Terms and Conditions forms on the customer portal.

• Portal Customer Terms - When using the customer portal, once the customer has created their profile after first logging into the application they will be prompted to sign the digital waver. This forces the customers to have signed something prior to being able to make a booking or perform other tasks.
• Portal Require Booking Terms - This option requires customers to sign the digital waiver when making a booking. Once the booking goes through, the customer will select the dates and other booking information first, and will then be prompted to sign the digital waiver.
  • This option works in combination with the Terms Digital Signatures in the Type Section.

Type

The options below allow you to have separate versions of your Terms and Conditions if you have multiple locations, as well as how your documents will be signed.

• Terms Locations - If you have the multi-site edition you will be offered Terms Locations, which allows you to have separate wordings for your Terms and Conditions per location. 
  
  • If you have the multisite edition and are running two seperate locations with different branding and different Terms and Conditions, you can turn this feature on and have different wording for each of those sites if needed.
• Terms Digital Signature - This feature is on by default and allows you to take digital signatures
  
  •  If you turn this feature off, the Terms and Conditions form will simply have a signature line, rather than a box which the signature can be drawn into with a mouse or finger. Meaning you will have to print out the form and have the signatures scanned in.
  • We highly recommend utilising digital signatures.

Settings

The options below allow you to edit the way your Terms and Conditions form will be viewed and signed.

• Terms Pets - This feature is on by default and allows you to display the pets names on the top section of the Terms and Conditions form.
  
  •  If you turn this feature off, the pets will not be displayed on the Terms and Conditions form.
• Terms Default Checkin - Allows you to use the checkin date as the default signed date.
  
  •  We highly recommend just getting the signatures on the day the Terms and Conditions forms are made.

Edit Wording

In the top right corner is an 'edit wording' button, which allows you to edit your Terms and Conditions.

• Opening that up, you will have a dummy set of Terms and Conditions by default.
  • We highly recommend removing that and attaching your Terms and Conditions that have been written in conjunction with your lawyer, to cover you from any liability.
•  Once pasting your own set of Terms and Conditions, press save.